615 Commits (5cf66205a5d7ce8790446ded52c8eca9be4e7c56)

Author	SHA1	Message	Date
Ryan Arakawa	741c548d26	CP-11042 partnership features updated (#26) ... * Add partnership template authorization and ability system * Update template authorization to support partnership context * Add request context-based authorization for API access * Implement hybrid partnership/account authorization logic * Add submission authorization conditions for partnerships * Support global partnership template access * Add template cloning services for partnership workflows * Update template cloning to require explicit target parameters, to allow for cloning for either account or from partnership * Add Templates::CloneToAccount service for partnership to account cloning * Add Templates::CloneToPartnership service for global to partnership cloning * Add logic to detect account vs partnership template cloning with validation * Add folder assignment logic for cloned templates * Add external authentication and partnership support * Update ExternalAuthService to support partnership OR account authentication * Implement user assignment to accounts when partnership context is provided * Support pure partnership authentication without account assignment * Update API controllers for partnership template support * Add partnership request context to API base controller * Update submissions controller to support partnership templates * Add partnership template cloning to templates clone controller * Refactor template controller webhook logic to reduce complexity * Support external_account_id parameter for partnership workflows * Update web controllers and views for partnership template support * Add tests * erb_lint fixes * add local claude file * shared concern for handling partnership context * remove overly permissive case * global templates should be available for partnerships and accounts * pass through access context in vue * add tests * add partnership context and tests to submissions * add token refresh as last resort for a corrupted token	8 months ago
Bernardo Anderson	ded7adbf49	CP-10278 - Hardcode Employee/Manager parties	9 months ago
Bernardo Anderson	38beb51d32	CP-10361 - Update show erb file	10 months ago
Bernardo Anderson	d4a0dd379a	Merge branch 'main' into CP-10361	10 months ago
Ryan Arakawa	4ec9e7fc5e	CP-10370 authentication (#15) ... * Add external_id fields to accounts and users tables Adds external_account_id and external_user_id fields to support integration with external ATS systems. These fields will map DocuSeal accounts/users to their corresponding ATS entities. * Add external ID support to Account and User models Implements find_or_create_by_external_id methods for both Account and User models to support automatic provisioning from external ATS systems. Users now have access tokens for authentication. * Add external authentication API endpoint Creates /api/external_auth/get_user_token endpoint for external API systems to authenticate users and receive access tokens. * Refactor authentication to support token-based login Replaces demo user authentication and setup redirect logic with token-based authentication via params, session, or X-Auth-Token header. Users do not login, they are just authenticated via token. * Replace authenticate_user! with authenticate_via_token! Refactored controllers to use authenticate_via_token! instead of authenticate_user! for authentication. Added authenticate_via_token! method to ApiBaseController. * Update controller authentication and authorization logic Removed and replaced several before_action and authorization checks in ExportController, SetupController, and TemplateDocumentsController. * Add external authentication API endpoint * Add IframeAuthentication concern for AJAX requests in iframe context * Create shared concern to handle authentication from HTTP referer * Extracts auth token from referer URL when AJAX requests don't include token * Supports Vue component requests within iframes * Remove old user authentication from dashboard controller * Quick fix for request changes Now that we have scoped users, we're changing this to compare to the template authot * rubocop fixes * Add and update authentication and model specs Introduces new specs for iframe authentication, account, user, application controller, and external auth API. * add safe navigation and remove dead method	10 months ago
Bernardo Anderson	f50b6b89f2	CP-10361 - Integrate automatic form prefill values from ATS system ... - Add Base64-encoded JSON parameter support for ATS prefill values - Implement field mapping between ATS field names and template field UUIDs - Enhance merge logic to preserve existing submitter values while adding ATS prefill data - Add comprehensive error handling for invalid Base64 and JSON parsing - Update form rendering to use merged ATS values for prefill functionality - Add integration tests for complete ATS prefill workflow	10 months ago
Bernardo Anderson	dca1c1f20d	CP-10361 - Add ATS integration for automatic form prefill values ... Add support for fetching prefill values from ATS system when task_assignment_id parameter is provided. This includes: - New ATS API integration in PrefillFieldsHelper to fetch prefill values - Cache layer for ATS prefill values with 30-minute TTL - Merge logic to respect existing submitter values over ATS prefill values - Error handling and logging for ATS API failures - Integration with SubmitFormController to fetch values before form rendering The feature allows forms to be pre-populated with candidate data from the ATS system while preserving any values already entered by submitters.	10 months ago
Ryan Arakawa	626b3ca09d	fix brakeman and erb lint violations	10 months ago
Ryan Arakawa	a6354e6802	add ability to request changes for a completed submission ... * new controller to handle change requests * add button and modal on completed submission view to request changes * webhook job will send out to external API when submission is updated for changes_requested_at * email will be sent to user that need to make changes * submission status steps back from "completed"	10 months ago
Ryan Arakawa	c2a7bd8772	add submission specific export	12 months ago
Bernardo Anderson	780708c4ea	Update buttons	12 months ago
Bernardo Anderson	c6eac5d543	Remove unused parts of the app ... This commit removes various visual elements like logos, banners, and buttons to create a cleaner and more focused user experience. It also adds context files for AI assistants to aid in development.	12 months ago
Pete Matsyburka	01d982b093	embed preview toggle	1 year ago
Pete Matsyburka	35852ef6ab	add onprem search reindex	1 year ago
Pete Matsyburka	0e11d2a581	fix tour link	1 year ago
Pete Matsyburka	6c1d4b466f	adjust server selector	1 year ago
Alex Turchyn	36331bb993	show found submissions when searching on templates	1 year ago
Pete Matsyburka	f602497255	require all submitters	1 year ago
Pete Matsyburka	b6a1a3ee4d	fix archived	1 year ago
Pete Matsyburka	f07f9d8cf9	fix oneoff edit	1 year ago
Pete Matsyburka	28b583691f	partial download toggle	1 year ago
Pete Matsyburka	33811945be	fulltext search	1 year ago
Pete Matsyburka	9d1860f038	fix specs	1 year ago
Pete Matsyburka	f03166b4ea	one-off submission	1 year ago
Pete Matsyburka	4e94664008	refactor start form	1 year ago
Pete Matsyburka	24d713dec6	resubmit shared template	1 year ago
Pete Matsyburka	85d52d1f28	refactor policy	1 year ago
Alex Turchyn	e77b5fa2c9	add optional shared link to templates	1 year ago
Alex Turchyn	c91b4a765b	add Privacy Policy and eSignature Disclosure links	1 year ago
Alex Turchyn	9645332e48	add countless pagination	1 year ago
Pete Matsyburka	5670390b37	fix signature reason	1 year ago
Pete Matsyburka	260bd6d5d5	fix signature field size	1 year ago
Alex Turchyn	1c9d15aa7e	add translations for pagination	1 year ago
Alex Turchyn	a3bd37c9a2	Improve error message when does not match in completed form	1 year ago
Pete Matsyburka	14fa8fc8e7	fix expired	1 year ago
Pete Matsyburka	01232aed5a	add account access	1 year ago
Alex Turchyn	82f3ff4824	fix narrow signatures	1 year ago
Alex Turchyn	0c71d7bff8	fix EU server selection note	1 year ago
Pete Matsyburka	fdd030652e	adjust border	1 year ago
Pete Matsyburka	f2bf1461f0	adjust selector	1 year ago
Alex Turchyn	fc6f796f30	adjust server selector	1 year ago
Alex Turchyn	5f44806287	adjust dropoze border style	1 year ago
Pete Matsyburka	34433c0575	adjust conditions	1 year ago
Pete Matsyburka	050224a10d	fix refactor expire at	1 year ago
Alex Turchyn	7b6fc7d06f	add expiration duration to template preferences	1 year ago
Pete Matsyburka	24fe2a1192	fix refactor dropzone	1 year ago
Alex Turchyn	97b8ac4444	add builder dashboard dropzone	1 year ago
Pete Matsyburka	e34a763dd9	fix field id	1 year ago
Pete Matsyburka	c5a5212947	disable archived template actions	1 year ago
Pete Matsyburka	21d81e38bf	add email events	1 year ago